Bob FraserCFO & Macro Strategist | Data-Driven Investing Expert | Speaker & Author

Ever wonder why certain investment strategies remain hidden? Kirk Chisholm

Name: Ever wonder why certain investment strategies remain hidden? Kirk Chisholm
Uploaded: 2023-08-19T15:00:10+00:00
Duration: 43 s
Channel: Bob Fraser
Description: In this monologue, Kirk Chisholm explains why some investment tactics, such as placing an LLC inside a 401(k) or IRA, stay out of mainstream discussion…

19 Aug 2023 · 1 min

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In this monologue, Kirk Chisholm explains why some investment tactics, such as placing an LLC inside a 401(k) or IRA, stay out of mainstream discussion. He argues that the lack of awareness is driven by marketers—newsletter writers and product sellers—who promote these structures because they profit from them, not because they are universally needed. While he asserts that an LLC wrapper is not required for most retirement accounts, he acknowledges that, when applied correctly, it can offer significant benefits for certain assets and investors, citing Peter Thiel as an example of successful use. The overall message is a balanced caution: the strategy is not a one‑size‑fits‑all solution, but it can be valuable for those whose circumstances align with its advantages.

Chapters

So basically, if you think about it that way, the reason you don't know about it is because no one's talking about it. The people who talk about it, people like myself, you got some newsletter writers, you got people that sell this stuff and you hear about it because someone's selling something. Oh, you should do this. You should put an LLC in your 401 and you can shield it from the government. I hear that one a lot. You don't need an LLC in your 401 or IRA. You don't need it. You can have it. You don't need it. But they're selling you the LLC or they're selling you the 401 wrapper, which is why they're telling you about it. The way I look at is, look, you have a great opportunity to utilize this in a way that benefits you. It doesn't work for every asset and it doesn't work for every person, but there's a lot of great benefits if you do it right, like Peter Thiel did.